《大行報告》瑞信下調理想汽車(LI.US)目標價至40美元 評級「跑贏大市」
瑞信發表評級報告指,理想汽車(LI.US)指引第三季交付量2.7萬至2.9萬輛汽車,低於市場預期,意味著8、9月交付量達1.65萬至1.85萬輛,由於8月初集團每周交付量約1,000輛汽車,該行預料8、9月銷量入賬分別達5,000輛及1.4萬輛。
該行指,公司將於8月底交付L9車型,料9月達1萬輛銷量,又指公司計劃加速推出新產品步伐,料下半年或推出新型號L8,有助推動公司明年銷量,並料公司今年、明年及2024年汽車交付量分別達15萬、28萬及40萬輛。
該行表示,考慮到銷量指引低於預期以及毛利率展望,將下調公司2022年至2024年每股盈測分別195.3%、13.5%及7.4%,並將其目標價由48美元下調至40美元,維持評級「跑贏大市」。(ca/k)
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